MACOM Technology Solutions Holdings, Inc. $MTSI Position Increased by Fiera Capital Corp

Fiera Capital Corp increased its position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 33.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 378,203 shares of the semiconductor company’s stock after acquiring an additional 94,317 shares during the period. Fiera Capital Corp’s holdings in MACOM Technology Solutions were worth $64,779,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Vanguard Group Inc. raised its holdings in shares of MACOM Technology Solutions by 2.2% during the fourth quarter. Vanguard Group Inc. now owns 7,225,100 shares of the semiconductor company’s stock worth $1,237,515,000 after acquiring an additional 157,343 shares in the last quarter. Alliancebernstein L.P. raised its holdings in shares of MACOM Technology Solutions by 11.7% during the third quarter. Alliancebernstein L.P. now owns 1,494,736 shares of the semiconductor company’s stock worth $186,080,000 after acquiring an additional 156,194 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of MACOM Technology Solutions by 3.0% during the fourth quarter. Geode Capital Management LLC now owns 1,267,103 shares of the semiconductor company’s stock worth $217,073,000 after acquiring an additional 37,222 shares in the last quarter. Wellington Management Group LLP raised its holdings in shares of MACOM Technology Solutions by 180.6% during the third quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock worth $122,802,000 after acquiring an additional 634,903 shares in the last quarter. Finally, UBS Group AG raised its holdings in shares of MACOM Technology Solutions by 31.9% during the fourth quarter. UBS Group AG now owns 909,799 shares of the semiconductor company’s stock worth $155,830,000 after acquiring an additional 219,849 shares in the last quarter. 76.14% of the stock is currently owned by hedge funds and other institutional investors.

MACOM Technology Solutions Price Performance

MTSI stock opened at $345.40 on Monday. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $118.16 and a twelve month high of $418.90. The company has a market cap of $26.35 billion, a PE ratio of 149.52, a price-to-earnings-growth ratio of 2.83 and a beta of 1.66. The business’s 50-day simple moving average is $310.09 and its 200 day simple moving average is $242.56. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, beating analysts’ consensus estimates of $1.07 by $0.02. The company had revenue of $288.96 million for the quarter, compared to the consensus estimate of $285.20 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The company’s quarterly revenue was up 22.5% on a year-over-year basis. During the same period in the previous year, the business earned $0.85 earnings per share. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current year.

Insider Buying and Selling

In other news, Director Geoffrey G. Ribar sold 1,623 shares of MACOM Technology Solutions stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $361.84, for a total value of $587,266.32. Following the completion of the transaction, the director owned 12,563 shares in the company, valued at approximately $4,545,795.92. The trade was a 11.44% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Peter Y. Chung sold 43,268 shares of MACOM Technology Solutions stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $378.20, for a total transaction of $16,363,957.60. Following the completion of the transaction, the director owned 6,781 shares of the company’s stock, valued at $2,564,574.20. This trade represents a 86.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 75,476 shares of company stock valued at $27,755,202 in the last ninety days. 0.36% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on MTSI. JPMorgan Chase & Co. raised their target price on MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a report on Friday, May 8th. Truist Financial raised their target price on MACOM Technology Solutions from $261.00 to $375.00 and gave the company a “buy” rating in a report on Friday, May 8th. HC Wainwright restated a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday. Zacks Research upgraded MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a report on Tuesday, May 12th. Finally, Barclays raised their target price on MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, May 22nd. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, MACOM Technology Solutions presently has a consensus rating of “Moderate Buy” and an average price target of $321.36.

About MACOM Technology Solutions

MACOM Technology Solutions is a semiconductor company specializing in high-performance analog, microwave, millimeter-wave and photonic semiconductor solutions. Its product portfolio includes amplifiers, switches, modulators, detectors and integrated circuits designed to optimize signal integrity, power management and data transmission. MACOM’s offerings address both digital and optical domains, providing critical building blocks for next-generation communications infrastructure.

The company’s solutions serve a diverse set of end markets, including wireless and wireline telecom, data centers, satellite communications, aerospace and defense, industrial and automotive applications.